Available asset classes
- Equities
- ETFs
- Fixed Income
- Mutual Funds
- Fractional Shares
- Options
- Alternatives
Serving the largest brokerages
Transform your established retail trading business with modern, cloud-native solutions from Apex — known by financial services leaders for wave after wave of innovation, a personalized service experience, and a track record of supporting many of our industry greats.
Service experience
Count on a proven provider at scale
Battle-tested Apex can handle the volumes your business requires. Here are just a few of the industry leaders we currently support.
200+ Clients
20 Million+ Brokerage accounts
663 Million+ Total annual trades
*Apex proprietary data as of 5/31/25. Annual trading volume data as of 12/31/24.
Start faster, build smarter
With AscendOS’s cloud-based infrastructure, it’s easier to build, integrate, scale — and operate globally.
- Developer friendly
- Pre-built technologies
- Cloud flexibility and scalability
- Real-time data
- Enterprise-grade performance, security, and risk mitigation
AscendOS
Modernize with cloud-native Apex AscendOS™
Meet Apex AscendOS — built to handle the demands of the largest trading organizations. Intelligent automations, straight-through processing, flexible APIs, and a modern developer experience are just a few of the features that drive efficiency at scale.
Explore these advanced AscendOS services and solutions:
Real-time services
*Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.
Trading
Build your vision with advanced trading services
When you’re focused on scale, every time-trimming efficiency can add up quickly. That’s why we offer sophisticated core trading infrastructure — to help streamline common, day-to-day workflows.
Order Management System
Tap into real-time order routing, algorithmic execution, seamless integration with trading tools, and automations for high-volume operations.
Execution Management System
Help ensure the best available execution with advanced algorithms, multi-asset support, and customizable workflows.
24x5 trading
Enable trading beyond traditional hours with broad access, enhanced reliability, global connectivity, and real-time execution.
Liquidity solutions
Broker-dealers can deliver margin lending and Fully Paid Security Lending (FPSL) with dynamic buying-power calculations, automated risk management, real-time quotes, and API integration.
Assets & accounts
More asset classes, more account types
Expand your offerings to help attract and retain all types of investors, including non-U.S.-based customers.
Available account types
30+ types, including:
- Individual
- Joint
- Retirement
- Individual margin
- Institutional
- Trust
- Entity
- And more
Available lending types*
- Margin lending
- Fully Paid Securities Lending (FPSL)
*Available for broker-dealers
“Apex provides critical clearing solutions for Stash, helping us better support our millions of customers as they work towards their unique financial goals.”
Brandon Krieg
Stash Co-Founder and CEO
The comments expressed here may not represent all client experiences. These statements are not meant to indicate any guarantee of future performance or success.
Developer experience
Build your way on your schedule
Use APIs, SDKs, sandbox environments, and real-time support to help accelerate deployment of your bespoke digital experience.
“The Apex Developer Portal has revolutionized our approach to innovation. This invaluable tool amplifies our efficiency and strengthens team productivity.”
Siyuan Guo
Wavvest Cofounder and CTO
The comments expressed here may not represent all client experiences. These statements are not meant to indicate any guarantee of future performance or success.
Ready to let go of legacy infrastructure?
Unlock your potential of cloud infrastructure — scale faster, trade smarter, and elevate your business today. Provide your information, and our team will reach out to answer your questions.
Apex library
